Manage your personal, organization, and team preferences.
Integrations, admin roles, and firm configuration for the active organization.
Connect external accounting and payment systems for the firm.
Firm profile, branding, and contact information.
Rounding, concurrent timers, voice consent, and billing guidelines.
Reorder categories and flags to surface what matters most in your role (e.g. Collections, Accounts).
Describe when agents should propose notes — not static templates. Playbooks fire on domain events and create drafts for human review.
Promote great notes to train agents (few-shot education).
Widget allowlists and recommended default layouts for each section dashboard (Home, Work, Finance, Operations, and more).
Role definitions, user assignments, and taxonomy tags.